Kimberly Steed (CRD# 6649832) is an Investment Advisor Representative working at Commonwealth Financial Network in Conroe, TX and has over 6 years of experience in the finance industry. Kimberly Steed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jun 2020 - Current | 3 |
| Crowl Wealth Management, Llc, | Conroe, TX | Jun 2020 - Current | 3 |
| Crowl & Associates, Pllc | Conroe, TX | Apr 2016 - Current | 8 |
| Avantax Advisory Services | Irving, TX | Oct 2019 - Jun 2020 | < 1 |
| Avantax Investment Services, Inc. | Conroe, TX | Oct 2019 - Jun 2020 | < 1 |
| 1st Global Capital Corp | Conroe, TX | May 2017 - Oct 2019 | 2 |
| 1st Global Advisors, Inc. | Conroe, TX | May 2017 - Oct 2019 | 2 |
| Sewell Automotive Companies | Houston, TX | Jul 2015 - Apr 2016 | < 1 |
| Cybersoft Technologies | Houston, TX | Jan 2015 - May 2015 | < 1 |
| Texas Tech University Graduate School | Lubbock, TX | Jun 2014 - May 2015 | < 1 |
| Texas Tech University Office Of Marketing And Communications | Lubbock, TX | Sep 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.